---
title: 'Financial Advisor at NASA Federal Credit Union'
canonical: 'https://feeny.ai/job/financial-advisor-nasa-federal-credit-union-falls-church-5y9e1fce9pv1'
type: 'job'
last_seen: '2026-09-13'
---

# Financial Advisor at NASA Federal Credit Union

- **Company:** NASA Federal Credit Union
- **Location:** Falls Church, VA
- **Compensation:** $45k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2025-10-03
- **Last confirmed live:** 2026-09-13
- **Apply:** https://jobs.lever.co/nasafcu/a363702d-bf5e-49e4-a017-1b91a3e20f26

## Job description

NASA Federal credit Union is looking for a Financial Advisor who provides professional advisory services to Retail and Business clients. Prepares and delivers comprehensive financial plans that may include portfolio reviews, analysis and assessments, pre/post retirement planning, asset allocations strategies, and account management. Enhances and expands the overall penetration and participation levels of the current investment program and ensures on-going quality service to existing member/clients.

This is a Hybrid position.  You must reside in Maryland, Washington DC, or Virginia.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following with other duties as assigned.

- Remains cognizant of and adheres to Credit Union policies and procedures, and regulations pertaining to the Bank Secrecy Act.
- Identifies potential clients using advertising campaigns, mailing lists, referral sources, and personal contacts.
- Solicits business from prospects by pro-actively communicating available services.
- Profiles clients to determine current investment objectives, while addressing overall financial goals.
- Provides clients with information and advice on a range of offerings to include Mutual Funds, Annuities, Advisory accounts, Life Insurance, and other broker/dealer approved financial products/services.
- Opens and services new accounts while finalizing completed sales and routing documents for processing.
- Reviews status reports and performs calculations to monitor client accounts and verify transactions.
- Develops and implements financial plans using available software.
- Processes incoming client mail, paperwork, and all other necessary aspects of account servicing.
- Interfaces with mutual fund companies, insurance companies, clearinghouses, and the Broker/Dealer in efficiently meeting member/client service needs while keeping current on product offerings and regulatory changes.
- Listens empathetically to clients and gathers facts, analyzes total needs, and makes responsible recommendations.
- Builds long-term financial advisory relationships with clients.
- Manages incoming referrals from assigned branches and surrounding territories.
- Maintains member/client files and records in accordance with regulatory and firm requirements.
- Conducts offline or online research to resolve member/client problems.
- Sets and keeps consistent office hours.

## EDUCATION AND EXPERIENCE

- Two plus years of relevant experience and/or training in sales of investment products (ideally in a bank/credit union environment).
- College Degree preferred.
- Proven track record of performance requiring minimum supervision.
- Licensing required:
- Series 7, and combination of 63, 65, or 66 required.
- Life & Health Insurance License required (or the ability to obtain within 90 days of hire)
- Valid driver’s license is required.
- CFP Designation preferred.

Our Generous Benefit Package Includes:

- $45,000 Base Salary + Commission

Why Join Our Team:

- Unlimited commissions in addition to monthly salary
- Commissions based on new assets and existing book of business – $20 Million AUM book with substantial opportunities to generate additional revenue.
- Referrals from frontline staff and access to member data
- Tiered commission payout rates based on monthly production
- Emerging technology
- Continuing education committed to ensuring personal growth and staying ahead of market trends

NASA Federal Credit Union offers an array of benefits including comprehensive healthcare, 401(k), paid leave, remote work options for applicable positions, and more.

+Insurance coverage begins the 1st day of the month, following 30 days after hire date.

*100% Credit Union-Paid

Full-Time Employee Benefits

- 401(k) with employer match up to 6% and immediate 100% vesting
- Gain Sharing Bonus (eligibility rules apply)*Health Insurance (Choice of two nationwide PPO plans)
- High-Deductible Plan: 100% employer contribution toward premium. (HSA and FSA compatible)+*
- Low-Deductible Plan: Generous employer contribution toward premium. (FSA compatible)+
- Dental Insurance: Generous employer contribution toward premium (HSA and FSA compatible)+
- Vision Insurance: Generous employer contribution toward premium (HSA and FSA compatible)+
- Long-term Disability Insurance+*
- Flexible Spending Medical Account (FSA)+
- Flexible Spending Dependent Care Account+
- Health Savings Account (HSA)+
- Voluntary Supplemental Employee and Dependent Life Insurance+
- Voluntary Short-term Disability Insurance+
- Remote or Remote / Hybrid work options based on position
- Life Insurance/AD&D+*
- Vacation Leave (excluding Outside Loan Officers)
- Sick and Safe Leave
- 11 Paid Holidays
- Education Assistance
- Employee Referral Bonus*
- Credit Union Membership Eligible
- Employee Assistance Program+*
- Identity Theft Protection (Additional premiums to add family members)+*
- Pet Insurance
- Employee Discount Program
- Remote or Remote / Hybrid work options based on position

All benefits are based on meeting NASA Federal Credit Union’s eligibility requirements and the carrier’s terms and conditions.

## WE’RE STRONGER TOGETHER

At NASA Federal Credit Union, we strive to ensure a culture of collaboration, inclusion, and opportunity where everyone can feel valued, appreciated, and respected. We commit to recruit and retain a diverse team with the best talents to live our vision, mission, and values. We recognize that respecting different perspectives and experiences makes us stronger together.

Posted 10/03/2025

## About NASA Federal Credit Union

## Company Overview
- **One-liner**: NASA Federal Credit Union is a member-owned, not-for-profit financial cooperative serving over 200,000 members with banking, lending, and investment solutions.
- **Entity Type**: Private (Credit Union cooperative) – not publicly traded
- **Headquarters**: Upper Marlboro, Maryland, USA (Washington, D.C. region)
- **Founded**: 1949
- **Founders**: 7 members of the scientific community (individual names not publicly available)

## Core Business
- **Primary industry/industries**: Financial services (credit union banking, consumer lending, mortgages)
- **Target customers**: B2C (individual members and households), with a focus on the scientific community and the broader Washington, D.C. region
- **Mission or purpose statement**: “Empowering people to achieve a brighter financial future”

## Products & Services
- **Checking & Savings Accounts**: Standard deposit accounts with competitive rates and low fees.
- **Mortgage Loans**: Innovative mortgage products for first-time homebuyers, refinancing, and low-down-payment options (over $402 million in mortgage products in 2025).
- **Auto Loans**: Vehicle financing for members.
- **Credit Cards**: Consumer credit card offerings.
- **Investment Services**: Financial advisory services (in-person/hybrid roles available).
- **Digital Banking**: Online and mobile banking platform for account management.

## Market Standing
- **Valuation/Market Cap**: Not applicable (member-owned cooperative)
- **Key Metric**: Over 200,000 members (as of 2025); 381 employees; $99.2 million in member savings through lower rates and fewer fees in 2025.
- **Notable Investors/Partners**: None (member-owned); community partners include local food banks, Children’s Hospitals, and scholarship funds.
- **Growth Signals**: 92% member satisfaction rate; $124,000 in philanthropic donations in 2025; 209-ton annual carbon footprint reduction from facility upgrades; continuous hiring across multiple locations.

## Competitive Advantages
- **Member-owned, not-for-profit structure**: Allows lower interest rates on loans, higher deposit rates, and fewer fees compared to for-profit banks.
- **Strong community focus**: Deep ties to the Washington, D.C. region and the scientific community, with a history dating back to 1949.
- **Employee-centric culture**: High investment in training (16,869 hours in 2025), generous benefits, and a culture of collaboration and inclusion.
- **Environmental stewardship**: Active energy efficiency programs (LED, HVAC upgrades).

## Strategic Focus
- **Continuous improvement**: Emphasis on training, innovation, and personalized solutions for members.
- **Digital transformation**: Likely expanding digital banking capabilities (implied by remote/hybrid work options and technology roles).
- **Community impact**: Continued philanthropic giving and affordable housing initiatives.

## Why Work Here
- **Culture**: Values include “Go Above & Beyond,” “Be Accountable,” “Be Partners In Action,” and “Continuously Improve.” Employees report feeling valued and respected.
- **Work model**: On-site, hybrid, and remote options available depending on position.
- **Benefits** (Full-Time):
  - 401(k) with employer match up to 6% and immediate 100% vesting
  - Health insurance (two PPO plans, high-deductible plan 100% employer-paid)
  - Dental and vision insurance with generous employer contribution
  - Health Savings Account (HSA) and Flexible Spending Accounts (FSA)
  - Employer-paid life insurance and AD&D
  - Long-term disability insurance
  - Vacation, sick & safe leave, 11 paid holidays
  - Employee Assistance Program, education assistance, gain sharing bonus, employee referral bonus
  - Identity theft protection, pet insurance, employee discount program
- **Professional development**: Dedicated training team, classes on products, service excellence, leadership, and skill-based learning.
- **Diversity & Inclusion**: Equal Opportunity Employer, drug-free workplace (excludes marijuana), commitment to recruiting and retaining a diverse team.
- **Hiring process**: Phone screen, credit check, video/in-person interview, background check and drug screening.

## Sources
1. [NASA Federal Credit Union Careers](https://nasafcu.com/careers)
2. [About Us – NASA Federal Credit Union](https://nasafcu.com/careers/about-us)
3. [Employee Benefits – NASA Federal Credit Union](https://nasafcu.com/careers/benefits)
4. [Careers FAQs – NASA Federal Credit Union](https://nasafcu.com/careers/careers-faqs)
5. [NASA Federal Credit Union Job Listings (Lever)](https://jobs.lever.co/nasafcu)

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